1y return+17.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2025: $118 against $121 in the S&P 500.2
Vise Technologies, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DFUSDimensional Etf Trust | $396.5M | 4.5% | +2.1% |
| NVDANvidia Corporation | $222.7M | 2.5% | +38.9% |
| DFAIDimensional Etf Trust | $185.4M | 2.1% | +31.9% |
| Dimensional Etf TrustCUSIP 25434V500 | $184.3M | 2.1% | +77.9% |
| DFLVDimensional Etf Trust | $181.6M | 2.1% | +78.0% |
| DFSDDimensional Etf Trust | $166.7M | 1.9% | +53.5% |
| SGOVIshares Tr | $162.0M | 1.8% | +933.0% |
| DFCFDimensional Etf Trust | $155.3M | 1.8% | +49.7% |
| MSFTMicrosoft Corp | $140.3M | 1.6% | +63.2% |
| GOOGLAlphabet Inc | $137.9M | 1.6% | +70.2% |
| IVVIshares Tr | $129.2M | 1.5% | +111.2% |
| DFAEDimensional Etf Trust | $119.2M | 1.4% | +11.0% |
| DUSBDimensional Etf Trust | $90.7M | 1.0% | +53.7% |
| DYNFBlackrock Etf Trust | $86.5M | 1.0% | +166.8% |
| VOOVanguard Index Fds | $85.3M | 1.0% | +239.9% |
| AVGOBroadcom Inc | $84.7M | 1.0% | +59.8% |
| JPMJpmorgan Chase & Co | $82.5M | 0.9% | +90.9% |
| IVWIshares Tr | $81.9M | 0.9% | +162.4% |
| VUGVanguard Index Fds | $77.2M | 0.9% | +25.1% |
| Dimensional Etf TrustCUSIP 25434V831 | $77.0M | 0.9% | +79.6% |
| VEAVanguard Tax-managed Fds | $72.7M | 0.8% | +205.6% |
| IUSBIshares Tr | $71.9M | 0.8% | +539.0% |
| SPYMSpdr Series Trust | $71.2M | 0.8% | +706.2% |
| VIGVanguard Specialized Funds | $71.2M | 0.8% | +77.4% |
| VTIVanguard Index Fds | $69.9M | 0.8% | +46.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | June 30, 2025 | +174.3% | $47.1M |
| TSMTaiwan Semiconductor Manufac | June 30, 2025 | +110.9% | $51.3M |
| GOOGAlphabet Inc | June 30, 2025 | +99.2% | $67.2M |
| JNJJohnson & Johnson | June 30, 2025 | +66.3% | $53.8M |
| BAIBlackrock Etf Trust | September 30, 2025 | +54.3% | $45.9M |
| AVGOBroadcom Inc | June 30, 2025 | +37.0% | $84.7M |
| DFEVDimensional Etf Trust | September 30, 2025 | +33.8% | $53.8M |
| TSLATesla Inc | June 30, 2025 | +32.4% | $46.8M |
| Dimensional Etf TrustCUSIP 25434V500 | June 30, 2025 | +29.2% | $184.3M |
| DFAEDimensional Etf Trust | September 30, 2025 | +27.5% | $119.2M |
Sold off last quarter
- AAPLApple Inc was $139.8M
- AMZNAmazon Com Inc was $70.3M
- BRK/BBerkshire Hathaway Inc Del was $33.3M
- QQQInvesco Qqq Tr was $14.6M
- AXPAmerican Express Co was $12.2M
- BACBank America Corp was $11.8M
- AMATApplied Matls Inc was $9.6M
- AMDAdvanced Micro Devices Inc was $8.5M
- RTXRtx Corporation was $7.8M
- BRTRBlackrock Etf Trust II was $7.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.6% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| March 31, 2025 | −2.2% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +7.0% | +10.0% |
| December 31, 2023 | +7.2% | +11.2% |
| September 30, 2023 | −2.4% | −3.6% |
| June 30, 2023 | +3.4% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +6.9% | +7.1% |
| September 30, 2022 | −6.8% | −5.3% |
| June 30, 2022 | −11.2% | −16.5% |
| March 31, 2022 | −7.9% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Vise Technologies, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1812090&type=13F-HR&dateb=&owner=include&count=40CIK 1812090
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1812090/000181209026000004/Filed August 11, 2026 · accession 0001812090-26-000004